Price Target Increases - BMO Capital raised its price target on Orla Mining Ltd. to C$30 from C$22, maintaining an Outperform rating, reflecting confidence in the company's performance and outlook [1] - Scotiabank also increased its price target for Orla Mining to C$26.50 from C$21, while keeping an Outperform rating [1] Production Performance - Orla Mining exceeded its revised annual production guidance for 2025, producing 300,620 ounces of gold, surpassing the revised range of 265,000 to 285,000 ounces [2] - The company expects its full-year 2025 all-in sustaining costs to be within the updated guidance of $1,350 to $1,550 per ounce [2] Financial Position - As of December 31, 2025, Orla reported cash of $420.8 million and debt of $385.9 million, resulting in a net cash position of $35.8 million, which provides financial flexibility for growth investments [3] Exploration Results - Orla provided an update on exploration results at the Musselwhite Mine, confirming high-grade gold mineralization extending approximately two kilometers beyond current operations [4] - Significant gold mineralization was reported, including 5.0 meters at 5.57 g/t Au, with a notable intersection of 1.0 meter at 8.79 g/t Au [4] Company Overview - Orla Mining Ltd. is a Canada-based company focused on acquiring, developing, and operating mineral properties, with a portfolio that includes two operating mines and one development-stage project, all 100% owned [5]

Core Viewpoint - Gold Royalty Corp. (NYSE:GROY) is recognized as one of the best gold stocks to invest in for 2026, with positive ratings and price target increases from major financial institutions [1][2][3]. Group 1: Analyst Ratings and Price Targets - Scotiabank has maintained an Outperform rating on Gold Royalty Corp. and raised its price target from $5 to $6, citing geopolitical threats and economic uncertainties as factors influencing gold and silver prices [2]. - Maxim has reaffirmed its buy rating for Gold Royalty Corp. and increased its price target from $5 to $7, adjusting its valuation model based on recent acquisitions and rising gold prices [3]. Group 2: Recent Developments - On December 8, 2025, Gold Royalty Corp. announced a deal to acquire a royalty on the Pedra Branca mine for $70 million in cash, indicating active expansion in its royalty portfolio [4]. - The company specializes in precious metals and provides financing solutions to the mining and metals market, positioning itself strategically within the industry [4].

Core Insights - Canadian Pacific Kansas City Limited (CP) is recognized as one of the 20 most profitable stocks over the last 20 years, ranking ninth on the list [1] - Scotiabank has raised its price target for CP from C$119 to C$124 while maintaining an Outperform rating [1] Group 1: Company Developments - CP is set to receive 70 Tier 4 locomotives from Wabtec and 30 from Progress Rail as part of its ongoing fleet renewal [2] - The company is investing approximately $800 million in U.S. manufacturing for this multi-year locomotive fleet renewal [2] - CP has already completed the purchase of 100 Tier 4 locomotives from Wabtec, with additional deliveries expected in 2026 [2] Group 2: Industry Position - CP operates a leading North American rail network that connects Canada, the United States, and Mexico, providing efficient freight transportation services [3]

Group 1 - EQT Corporation is considered one of the best inexpensive stocks to buy currently, with analysts from Scotiabank and Barclays adjusting their price targets to $63 and $64 respectively [1][2] - Scotiabank's revision of price targets for North American natural gas stocks is based on a bullish outlook, anticipating persistent supply deficits in the US and Western Canada, which is expected to drive commodity prices and energy equities higher [1][3] - Barclays maintains an Overweight rating for EQT while advising caution due to near-term commodity uncertainty, indicating a mixed sentiment in the market [2][3] Group 2 - EQT Corporation is involved in the production, gathering, and transmission of natural gas, selling to various customers in the Appalachian Basin [4]

Core Viewpoint - Datadog, Inc. (NASDAQ:DDOG) is considered a safe investment in the AI monitoring sector despite a price target reduction by Scotiabank from $217.00 to $180.00 while maintaining a Sector Outperform rating [1][4] Group 1: Revenue Estimates and Growth Projections - Scotiabank estimates that OpenAI contributes approximately $310 million in revenue run rate to Datadog based on a detailed customer exposure analysis [2] - The firm projects Datadog's revenue growth to approach the low-20% range in 2026, although initial management guidance may be more conservative [2][3] - Datadog is expected to grow its top line by around 23% in 2026, with management likely to issue guidance in the 17–18% range [3] Group 2: Competitive Position and Market Context - Scotiabank has countered concerns regarding competition from Palo Alto Networks and Snowflake, indicating that Datadog remains the standard for monitoring complex environments without signs of pricing pressure [3] - Datadog is viewed as a "port in the storm" amid broader AI disruptions in the software sector, highlighting its resilience [4]

Group 1 - Newmont Corporation (NYSE:NEM) is recognized as one of the 11 most profitable cheap stocks to invest in currently, with Scotiabank raising its price target from $114 to $152 while maintaining an Outperform rating [1] - Scotiabank has updated its price targets for gold and precious minerals companies, increasing its forecasts for gold and silver prices due to ongoing economic and geopolitical uncertainties and central bank buying [2] - Citi raised its price target for Newmont from $104 to $118, maintaining a Buy rating, while expressing a neutral stance on gold prices after a recent rally and expecting some moderation throughout the year [3] - Raymond James also increased its price target for Newmont from $99 to $111, keeping an Outperform rating, and emphasized the company's lower jurisdictional risk and solid cash flow generation [4] Group 2 - Newmont Corporation is a major player in the gold mining industry and also produces copper, zinc, lead, and silver, making it one of the largest gold mining companies globally [5]

Core Viewpoint - Pomerantz Law Firm is investigating claims on behalf of investors of AST SpaceMobile, Inc. regarding potential securities fraud or unlawful business practices by the company and its officers or directors [2]. Group 1: Investigation Details - The investigation focuses on whether AST and certain officers and/or directors have engaged in securities fraud or other unlawful business practices [2]. - Investors are encouraged to contact Pomerantz LLP for more information regarding the investigation [1]. Group 2: Market Reaction - On January 7, 2026, Scotiabank downgraded AST to Sell, citing significant competition from SpaceX's Starlink, slow customer adoption, and delays in launching AST's satellites [4]. - Following the downgrade, AST's stock price fell by $11.76 per share, or 12.06%, closing at $85.73 per share on the same day [4].

Core Viewpoint - Freeport-McMoRan Inc. (FCX) is a prominent mining company with substantial production of copper, gold, and molybdenum, operating diverse assets with significant reserves [1] Group 1: Company Performance and Ratings - Scotiabank has maintained an "Outperform" rating for FCX, raising its price target from $63 to $70, indicating strong confidence in the company's future performance [2][6] - The current stock price of FCX is $63.12, reflecting a 4.49% increase today, with trading between a low of $62.14 and a high of $63.57 [5][6] Group 2: Institutional Investor Activity - Simplicity Wealth LLC acquired 10,477 shares of FCX valued at approximately $411,000, showcasing growing institutional confidence in the company's growth potential [3] - Portside Wealth Group LLC increased its holdings by 0.8%, now owning 30,333 shares valued at $1.3 million, while Hollencrest Capital Management expanded its position by 0.6%, holding 45,133 shares valued at $1.96 million [4]

Group 1 - Shell Canada and Scotiabank have launched a new rewards program, with Scotiabank's Scene+ program having 15 million members [1][3] - Tangerine will join the Shell Go+ rewards program, allowing card linking, although it is unclear if this includes debit or credit cards [1][3] - BMO has signed a revised 10-year agreement for AIR MILES assets, ending in 2032, for approximately $4 million, despite not utilizing the IP assets [3] Group 2 - AIR MILES earning with BMO credit cards will cease in Alberta on March 2, 2026, and for the rest of Canada on May 26, 2026 [4] - A new Blue Rewards mobile app is set to launch on the same dates, allowing cardholders to migrate their AIR MILES rewards on a 1:1 basis [4] - Expedia Group will provide travel rewards booking services for Blue Rewards, indicating potential layoffs for employees involved in BMO's LoyaltyOne travel rewards [4]

Core Viewpoint - Vistra Corp. (NYSE:VST) is experiencing mixed analyst sentiment due to increasing regulatory risks and long-term contract wins, impacting its stock performance [2][3]. Group 1: Analyst Sentiment and Stock Performance - Jefferies highlighted heightened regulatory risks for established power producers, contributing to a 9% decline in Vistra's shares [2]. - The decline is attributed to potential PJM market intervention aimed at electricity affordability and reliability, which poses net risks to existing assets [2]. - Despite the regulatory concerns, Vistra continues to attract positive attention from analysts due to operational excellence and long-term contracting [3]. Group 2: Long-Term Contracts and Price Targets - On January 12, 2026, Vistra announced a 20-year nuclear power purchase agreement with Meta for 2.6 GW, enhancing its long-duration, zero-carbon revenue visibility [3]. - Scotiabank raised its price target for Vistra to $293 with an 'Outperform' rating, while UBS increased its target to $233 with a 'Buy' rating [3]. - BofA adjusted its price target to $218, reflecting lower gas premiums and updated fiscal year estimates for FY26-FY27 [3]. Group 3: Company Focus and Investment Perspective - Vistra Corp. focuses on generating and selling electricity and natural gas across multiple U.S. regions [4]. - While Vistra is recognized as a potential investment, there are suggestions that certain AI stocks may offer greater upside potential with less downside risk [4].